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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1301
Woodward Diversified Capital
California
$2.41M +$86.7K +156 +4%
WP
1302
Wealthspan Partners
Iowa
$2.41M -$10K -18 -0.4%
AWA
1303
Acorn Wealth Advisors
Michigan
$2.41M -$7.78K -14 -0.3%
BG
1304
Bahl & Gaynor
Ohio
$2.4M -$2.22K -4 -0.1%
RCM
1305
RNC Capital Management
California
$2.4M -$26.7K -48 -1%
AAM
1306
Aureus Asset Management
Massachusetts
$2.39M – – –
DFCM
1307
Dark Forest Capital Management
Puerto Rico
$2.39M +$2.32M +4,171 New
IRAG
1308
Investment Research & Advisory Group
Georgia
$2.38M +$179K +322 +8%
RIA
1309
Richwood Investment Advisors
Ohio
$2.38M +$50K +90 +3%
UF
1310
Univest Financial
Pennsylvania
$2.37M -$81.1K -146 -3%
BP
1311
BBR Partners
New York
$2.37M -$22.2K -40 -1%
DCM
1312
Donaldson Capital Management
Indiana
$2.37M – – –
WAAG
1313
Wealth Alliance Advisory Group
Kansas
$2.36M -$170K -305 -7%
WT
1314
Washington Trust
Rhode Island
$2.36M -$4.45K -8 -0.2%
FHC
1315
First Heartland Consultants
Missouri
$2.36M +$358K +645 +19%
GC
1316
Gibson Capital
Pennsylvania
$2.36M -$556 -1 -0%
BWM
1317
BCS Wealth Management
Tennessee
$2.36M +$1.13M +2,032 +98%
FMN
1318
Financial Management Network
California
$2.36M +$2.78K +5 +0.1%
GWANC
1319
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.35M -$20.6K -37 -0.9%
WC
1320
Westhampton Capital
North Carolina
$2.35M – – –
ISL
1321
Ingalls & Snyder LLC
New York
$2.35M -$795K -1,431 -26%
KP
1322
Keel Point
Alabama
$2.35M +$286K +515 +14%
BFM
1323
Boothbay Fund Management
New York
$2.35M -$10.7M -19,321 -82%
AAP
1324
Arax Advisory Partners
Colorado
$2.33M -$3.27M -5,891 -59%
OWM
1325
Orca Wealth Management
Florida
$2.32M -$1.67K -3 -0.1%
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